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2,389 hedge funds and large institutions have $163B invested in Verizon in 2019 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,153 increasing their positions, 910 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 87

40% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.24B

27% more repeat investments, than reductions

Existing positions increased: 1,153 | Existing positions reduced: 910

5% more capital invested

Capital invested by funds: $155B → $163B (+$8.44B)

1% more funds holding

Funds holding: 2,3682,389 (+21)

0.14% less ownership

Funds ownership: 67.15%67% (-0.14%)

16% less funds holding in top 10

Funds holding in top 10: 261219 (-42)

Holders
2,389
Holders Change
+21
Holders Change %
+0.89%
% of All Funds
51.7%
Holding in Top 10
219
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-16.09%
% of All Funds
4.74%
New
138
Increased
1,153
Reduced
910
Closed
87
Calls
$1.74B
Puts
$1.24B
Net Calls
+$498M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
1826
Private Wealth Advisors (California)
California
$620K +$5.04K +89 +0.9%
HIC
1827
Hartline Investment Corp
Illinois
$619K +$7.19K +127 +1%
HIM
1828
Hotaling Investment Management
Pennsylvania
$616K -$25.4K -449 -4%
BRC
1829
Bell Rock Capital
Delaware
$614K -$6.57K -116 -1%
RWM
1830
RKL Wealth Management
Pennsylvania
$611K +$28.4K +502 +5%
VHAM
1831
Van Hulzen Asset Management
California
$610K -$4.13K -73 -0.7%
MCIA
1832
Mountain Capital Investment Advisors
Colorado
$610K +$584K +10,315 New
WC
1833
Weil Company
California
$606K
NEIRG
1834
New England Investment & Retirement Group
Massachusetts
$605K -$486K -8,588 -46%
APG
1835
Abacus Planning Group
South Carolina
$604K -$44.4K -784 -7%
SWA
1836
Stratos Wealth Advisors
Ohio
$604K +$20.7K +366 +4%
JIP
1837
Jaffetilchin Investment Partners
Florida
$604K +$74.8K +1,321 +15%
BFA
1838
Beaumont Financial Advisors
Massachusetts
$603K -$5.49K -97 -0.9%
JFA
1839
Johanson Financial Advisors
California
$603K +$22.9K +405 +4%
QCM
1840
Quantinno Capital Management
New York
$602K -$84.6K -1,494 -13%
KWA
1841
KCS Wealth Advisory
California
$602K -$8.49K -150 -1%
EI
1842
EDMP Inc
Florida
$602K -$4.81K -85 -0.8%
GAG
1843
GM Advisory Group
New York
$600K -$51.1K -903 -8%
CBA
1844
Coastal Bridge Advisors
Connecticut
$600K +$19.5K +344 +4%
MWC
1845
MBM Wealth Consultants
Missouri
$599K +$5.32K +94 +0.9%
CA
1846
Capital Advantage
California
$599K +$50K +883 +10%
KPCM
1847
Kings Point Capital Management
New York
$597K +$113K +2,000 +25%
SIA
1848
Strategic Investment Advisors
Michigan
$596K -$5.21K -92 -0.9%
LC
1849
Lindbrook Capital
California
$596K +$12.9K +227 +2%
SFSIG
1850
San Francisco Sentry Investment Group
California
$592K +$65.7K +1,161 +13%

VZ Hedge Fund Activity: Q1 2019 in Review

2,389 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2019, worth a combined $163B — up 5.4% from $155B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new VZ positions and 87 closed out — a net gain of 51 holders — while 1,153 added to existing stakes and 910 trimmed.

The largest buyer was BlackRock, adding an estimated $688M. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,389 institutional investors held Verizon (VZ) as of Q1 2019, up from 2,368 in Q4 2018.
  • Funds reported $163B of Verizon stock for Q1 2019, up 5.4% quarter-over-quarter.
  • 138 funds opened new Verizon positions in Q1 2019 and 87 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2019 was BlackRock, an estimated $688M added.
  • The largest Verizon seller in Q1 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2019.